BAM
BOS Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
15,418
+1,164
| +8% | +$125K | 0.53% | 40 |
|
|
2025
Q1 | $1.7M | Buy |
14,254
+3,363
| +31% | +$400K | 0.58% | 35 |
|
|
2024
Q4 | $1.17M | Buy |
10,891
+2,636
| +32% | +$284K | 0.42% | 47 |
|
|
2024
Q3 | $968K | Sell |
8,255
-196
| -2% | -$23K | 0.36% | 52 |
|
|
2024
Q2 | $973K | Buy |
8,451
+180
| +2% | +$20.7K | 0.45% | 46 |
|
|
2024
Q1 | $961K | Sell |
8,271
-907
| -10% | -$105K | 0.5% | 44 |
|
|
2023
Q4 | $918K | Sell |
9,178
-475
| -5% | -$47.5K | 0.63% | 39 |
|
|
2023
Q3 | $1.13M | Buy |
9,653
+203
| +2% | +$23.9K | 0.83% | 34 |
|
|
2023
Q2 | $1.01M | Sell |
9,450
-334
| -3% | -$35.8K | 0.79% | 35 |
|
|
2023
Q1 | $1.07M | Buy |
9,784
+552
| +6% | +$60.5K | 0.89% | 35 |
|
|
2022
Q4 | $1.02M | Buy |
+9,232
| New | +$1.02M | 0.91% | 31 |
|